Purchases and Sales Made in Q3 2024 in Ishares Core S&P 500 ETF (IVV)
This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-598- 0.74% |
$311K - $345K
|
80.3K
$44.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-599- 24.85% |
$312K - $346K
|
1.81K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-600- 4.73% |
$312K - $346K
|
12.1K
$6.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-602- 47.29% |
$313K - $347K
|
671
$374K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-610- 57.93% |
$317K - $352K
|
443
$247K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-612- 4.78% |
$318K - $353K
|
12.2K
$6.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-613- 5.92% |
$319K - $354K
|
9.75K
$5.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-619- 9.84% |
$322K - $357K
|
5.67K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-619- 6.29% |
$322K - $357K
|
9.23K
$5.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-622- 43.68% |
$324K - $359K
|
802
$448K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-622- 31.67% |
$324K - $359K
|
1.34K
$749K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-631- 0.49% |
$328K - $364K
|
129K
$72.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-635- 76.32% |
$330K - $366K
|
197
$110K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-635- 4.9% |
$330K - $366K
|
12.3K
$6.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Sara Bay Financial
|
SELL
|
- |
-638- 24.41% |
$332K - $368K
|
1.98K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-639- 3.19% |
$332K - $369K
|
19.4K
$10.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-642- 2.07% |
$334K - $370K
|
30.3K
$16.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-647- 17.95% |
$337K - $373K
|
2.96K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-648- 8.42% |
$337K - $374K
|
7.05K
$3.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-649- 1.59% |
$338K - $374K
|
40.2K
$22.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-652- 53.93% |
$339K - $376K
|
557
$311K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-652- 41.88% |
$339K - $376K
|
905
$505K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-653- 0.43% |
$340K - $377K
|
151K
$84.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-654- 29.49% |
$340K - $377K
|
1.56K
$873K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-657- 10.45% |
$342K - $379K
|
5.63K
$3.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
SELL
|
- |
-664- 0.54% |
$345K - $383K
|
123K
$68.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-666- 2.81% |
$346K - $384K
|
23K
$12.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-667- 6.39% |
$347K - $385K
|
9.77K
$5.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-668- 53.06% |
$347K - $385K
|
591
$330K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-670- 23.79% |
$349K - $386K
|
2.15K
$1.2M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-680- 4.9% |
$354K - $392K
|
13.2K
$7.36M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-684- 2.48% |
$356K - $395K
|
26.9K
$15M
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-685- 45.24% |
$356K - $395K
|
829
$463K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-688- 45.81% |
$358K - $397K
|
814
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-694- 2.82% |
$361K - $400K
|
23.9K
$13.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-701- 15.97% |
$365K - $404K
|
3.69K
$2.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-705- 4.46% |
$367K - $407K
|
15.1K
$8.43M
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-711- 2.67% |
$370K - $410K
|
25.9K
$14.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-716- 17.92% |
$372K - $413K
|
3.28K
$1.83M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-723- 20.11% |
$376K - $417K
|
2.87K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-723- 0.55% |
$376K - $417K
|
130K
$72.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-727- 46.25% |
$378K - $419K
|
845
$472K
|
|
|
Oct 31, 2024
Q3 2024
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-730- 0.44% |
$380K - $421K
|
167K
$93M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-734- 16.09% |
$382K - $423K
|
3.83K
$2.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-736- 3.65% |
$383K - $425K
|
19.4K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-741- 2.04% |
$385K - $427K
|
35.7K
$19.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-742- 10.83% |
$386K - $428K
|
6.11K
$3.41M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-743- 20.29% |
$386K - $429K
|
2.92K
$1.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-745- 35.16% |
$388K - $430K
|
1.37K
$767K
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-750- 4.01% |
$390K - $433K
|
17.9K
$10M
|